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Outlook Customer Manager

Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

How can we make Outlook Customer Manager better?

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  1. Make it more reliable.

    Many times it fails, or pops up that it is not available yet to me (even though I was using it earlier in the day). Also, make things autosave so you don't accidentially navigate away.

    6 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Contact categories or groups for mailing lists etc

      I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible

      12 votes
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        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Add support for Office 365 E3 and E5 tenants

        We have a team called government and public policy that would like to use this feature to track communication with certain important contacts. Please make this feature available for our Enterprise E3 tenant.

        156 votes
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          18 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Tasks editable only by user who enters them

          Although it is possible to enter tasks within OCM which are also viewable by other authorised users (if the Contact/Company/Deal is shared). The other users cannot edit the task, mark it as complete or see the end date. In addition if the task user marks it as complete other users still see the task as open. Ideally other users should be able to amend tasks, but at the very least should see completed tasks as completed.

          9 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Share contacts with Microsoft Bookings

            I've recently started using Microsoft Bookings for my business. It would be great if there could be syncing of contacts/companies between the two.

            6 votes
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              Working on it  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Create deal templates with pre-set task list

              The ability to create and select deal templates with a preset task lists

              3 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Include a link (both ways) to one note so we can add extra details, clippings etc

                Include a link (both ways) to one note so we can add/link extra details re meetings, web clippings etc

                9 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Contact Pictures

                  Show contact pictures in the OCM interface.

                  9 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Make Outlook Customer Manager available in Outlook Online (Outlook Web Acess)

                    With Office 365 Online apps and Dynamics 365 etc. It would make sense to make Outlook Customer Manager also available for Outlook Online. For example like a slide in form the right like Skype or Delve info.

                    114 votes
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                      3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Flag for Email to see if they are in the Contact manager

                      It would be great, to see in the Outlook mail inbox. if the contact is already flagged in the customer manager

                      6 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow User to Select the Task List

                        Currently, it seems that the Task list (at least the one on the Today tab) is pulling from the Outlook To Do list. We have to be able to choose the task list because all tasks are to do's but not all to's are tasks. Plus, the To Do list can pull in personal to do's and tasks, which are not relevant.

                        4 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • How to change GUI language?

                          Simple question, how can I change the language of the GUI?

                          2 votes
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                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →

                            Outlook Customer Manager shows you the language of your Outlook. If you change the language of Outlook or Office in general. Outlook Customer Manager will change. We support a wide range of languages, but when we don’t we will fall back to English. What is the language you are looking for?

                          • Add relationships link

                            Each contact should be able to be assigned to a specific company and describe what the relationship is (such as auditor, vendors, payroll contact, etc)

                            3 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • The Grid Control thas shows the matrix of Contacts, Companies and Deals needs to be editable.

                              A Grid Control should be editable like an Excel spreadsheet. Having to select a record, select 'edit mode' then navigate/scroll down the specific field, is not productive. Takes us right back to the 1960's and working on IBM mainframes.

                              4 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Company Tasks shown under contacts

                                When viewing the Contact info (Deals, Tasks, Timeline), show items that are assigned to the same company as the contact. Currently, only tasks specifically assigned to the contact are shown.

                                6 votes
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Send email or meeting request from Deal list

                                  When a company is selected in the list, clicking Email or Meeting from the Communicate tab will open an Outlook item with the contacts pre-filled. The same experience does not occur when clicking the buttons with a Deal selected.

                                  6 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Deleted contacts keep reappearing

                                    I've been trying to delete some contacts this morning, and they keep reappearing after a few minutes. I've tried from multiple machines now but these entries keep coming back.

                                    3 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Import data from Outlook Business Contact Manager

                                      We have been using Outlook Business Contact Manager. This clearly looks to the replacement for BCM but will our BCM data be migrated?

                                      17 votes
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                                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Create Reporting Capabilities

                                        It would be helpful to have some level of reporting to evaluate key business metrics like conversions, length of time in the pipeline, etc.

                                        3 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 2 votes
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